CPE Catalog & Events
Steps to Stop External Fraud
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Online
2.00 Credits
Member Price: $89
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The major topics covered in this course include:Types of external fraudConsiderations as organizations work to reduce fraud riskExternal fraud and known parties/External fraud unknown perpetrators
Surgent's Employee vs. Independent Contractor: Achieving Success in a Worker Classification Audit
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Online
2.00 Credits
Member Price: $99
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The 20 common law factors in a worker classification audit that are used to distinguish an employee from an independent contractor How disgruntled independent contractors can use IRS Form 8919 against a former employer When and how to use §530 as a defense in worker classification audits What is "industry practice" for §530 purposes Common sense steps that will avoid the recharacterization of workers treated as independent contractors to employees The IRS’s Voluntary Classification Settlement Program — advantages and disadvantages
Surgent's Opportunities in the Metaverse for Accounting and Other Professionals
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Online
2.00 Credits
Member Price: $99
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Understanding what the metaverse is and what it is not How to access the metaverse Why accounting and other professionals should use the metaverse Where accountants can find their space in the metaverse How the metaverse is changing the way we work Ownership opportunities in the metaverse Work and taxation in the metaverse
Dashboard and Report Design Principles Using Excel
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Online
4.00 Credits
Member Price: $129
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How to design charts for fastest possible user understanding and ease of use Review of case studies for group critique Developing a design standard for your organization Designing tables for rapid understanding and efficient space use How to use commentary, maintaining a consistent style and level of detail Using layout to support long-term memory and improve understanding The impact of trend methods on user understanding and a brief introduction to a statistically valid method for trend analysis. How to apply these techniques using Excel
How-To Guide to Fraud Investigations
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Online
2.00 Credits
Member Price: $89
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The major topics covered in this class include:Typical asset misappropriation schemes and how they are carried outRed flags of asset misappropriation schemesData analysis, including financial ratios that may identify irregularitiesAnalyzing financial statements for fraud investigationsIn-depth asset misappropriation case study
Monthly Federal Tax Updates - August 2024
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Online
2.00 Credits
Member Price: $89
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The major topics that will be covered in this course include:Current individual tax issuesCurrent business entity tax issuesAny current tax legislation occurring during the periodOther issues affecting the profession, including IRS procedure, current cases, payroll, and other federal tax issues
Ethical Responsibilities for CPAs: Ethics 2024
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Online
4.00 Credits
Member Price: $159
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Ethical Responsibilities for CPAs The AICPA Code of Professional Conduct PCAOB Ethical Standards The Sarbanes Oxley Act The Foreign Corrupt Practices Act Circular 230 for Tax Practitioners The Dodd-Frank Banking Reform Act
Firm Ethics-A Practical Approach 2024
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Online
4.00 Credits
Member Price: $159
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AICPA Code of Professional Conduct Ethics requirements for CPA firms
What's Changing in A&A for Governmental Entities (2024)
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Online
4.00 Credits
Member Price: $149
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The major topics that will be covered in this course include:A look at the GASB standards that are effective this yearGASB 100, Accounting Changes and Error CorrectionsGASB 101, Compensated Absences The impact of the 2024 Compliance Supplement on Single AuditsChanges to the Uniform Guidance.Common deficiencies found in Single Audits.
Accounting and Auditing Update 2024
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Online
8.00 Credits
Member Price: $299
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Review of select AICPA Technical Questions and Answers Upcoming changes to accounting for goodwill, leasing and business combinations Compilation and review standards and interpretations (SSARS) Auditing standards and interpretations (SAS & SSAE)
Cognitive Biases for Accountants
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Online
2.00 Credits
Member Price: $89
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The major topics that will be covered in this class include:What are cognitive biases?Common judgment biases in the accounting professionProfessional judgment frameworksHow to use psychology to your advantageSimple and pragmatic steps to overcome bias
6 Practical Strategies To Promote Diversity & Inclusion In Your Workplace
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Online
1.00 Credits
Member Price: $39
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Communication Leadership Character Behavior
Business Communication Essentials (Dynamic Communication in the Workplace)
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Online
1.00 Credits
Member Price: $39
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Communication Feedback Management Leadership
Building Flexible Budgeting Models: Walking Through and Crunching The Numbers
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Online
2.00 Credits
Member Price: $79
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Budget defining, Budget cultures Tacticle budget issues Ideas for budget solutions and process solutions Understanding people in the budget process Communicating your budget to non financial types
Get started with Power BI
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Online
2.00 Credits
Member Price: $89
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The major topics that will be covered in this class include:Overview of the Power BI Tools: Introduction to the Power BI ecosystem, including Excel’s Power BI features (Power Pivot and Power Query) and standalone tools (Power BI Desktop, Power BI Service, Power BI Report Builder and Power BI Report Server).Tour of the Tools: Introduction to the interfaces of Power Pivot, Power Query, Power BI Desktop and Power BI Services.Comparative Analysis: Understand the strengths and limitations of Excel’s Power BI features versus standalone Power BI tools.Strategic decision-making on when to use each tool for optimal efficiency and accuracy in data analysis tasks.
GAAP Alternatives: The Perfect Storm of Accounting Updates
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Online
1.00 Credits
Member Price: $55
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The major topics covered in this class include:Review of special purpose frameworksDiscussion of non-GAAP options for financial reportingU.S GAAP alternatives for certain entities
Ethics and Technology for CPAs
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Online
2.00 Credits
Member Price: $89
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The major topics that will be covered in this class include:The foundational ethical principles CPAs are required to follow and how these principles apply to audit quality, data privacy and security, and the use of emerging technologies.The profession's need to change to meet its ethics standard in a technology-centric environment.Changes being considered by the AICPA and the National Association of State Boards of Accountancy that could impact the profession.
Is It Time to Abandon Traditional Investment Planning Strategies? 2024
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Online
2.00 Credits
Member Price: $89
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Understanding and assessing risk and return, and matching to expected return Investment vehicles Designing an asset allocation portfolio in today's environment for different stages of life Solidify an appropriate investment strategy based on risk Helping clients stay on top of potentially life-altering situations Help clients understand the intricacies of investment planning Investment markets and the effects of world events Dealing with increasing client concerns
Surgent's Managing Millennials
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Online
2.00 Credits
Member Price: $99
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Understanding who millennials are and what distinguishes them from other sectors of the workforce Changes millennials seek in the workplace Suggestions on engaging and developing millennials Best practices by organizations who have successfully integrated millennials Expectations as to learning, development and training Work environments and schedules School to work transitions Views on salary, benefits and corporate ethics Whether millennials’ expectations are significantly different from any other generation Strengths millennials offer which set them apart from others Common myths pertaining to millennials Definitions of success
Surgent's Strategies for Maximizing Social Security Benefits
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Online
2.00 Credits
Member Price: $99
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When is a person eligible to take Social Security benefits? Factors to consider when selecting an option for taking Social Security benefits Is there a best age to start taking Social Security benefits? How to maximize Social Security benefit payments for surviving spouses How can a divorced spouse collect Social Security benefits based on the work record of a former spouse? How minor children can collect Social Security benefits based on the work record of an older parent